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Professional Financial Advisors’s Oracle ORCL Stock Holding History

Professional Financial Advisors’s Portfolio ORCL Stock Details ORCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$257K Buy
1,751
+18
+1% +$3.26K 0.04% 126
2026
Q1 		$255K Sell
1,733
-3
-0.2% -$488 0.05% 123
2025
Q4 		$338K Buy
1,736
+3
+0.2% +$714 0.07% 97
2025
Q3 		$487K Buy
1,733
+5
+0.3% +$1.27K 0.1% 89
2025
Q2 		$378K Buy
1,728
+6
+0.3% +$969 0.09% 89
2025
Q1 		$241K Buy
1,722
+11
+0.6% +$1.79K 0.06% 96
2024
Q4 		$285K Buy
1,711
+4
+0.2% +$711 0.07% 92
2024
Q3 		$291K Buy
1,707
+5
+0.3% +$724 0.08% 88
2024
Q2 		$240K Buy
1,702
+6
+0.4% +$745 0.07% 94
2024
Q1 		$213K Buy
+1,696
New +$194K 0.06% 98
2022
Q4 		– Sell
-1,658
Closed -$101K – 336
2022
Q3 		$101K Buy
1,658
+7
+0.4% +$512 0.06% 106
2022
Q2 		$115K Buy
1,651
+7
+0.4% +$512 0.06% 102
2022
Q1 		$136K Buy
1,644
+6
+0.4% +$486 0.06% 92
2021
Q4 		$143K Buy
1,638
+5
+0.3% +$469 0.06% 115
2021
Q3 		$142K Buy
1,633
+6
+0.4% +$530 0.08% 95
2021
Q2 		$127K Buy
1,627
+7
+0.4% +$548 0.07% 110
2021
Q1 		$114K Buy
1,620
+6
+0.4% +$388 0.07% 104
2020
Q4 		$104K Hold
1,614
– – 0.08% 101
2020
Q3 		$91K Buy
+1,614
New +$91.7K 0.08% 98

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Professional Financial Advisors's ORCL Position: Q2 2026 in Review

Professional Financial Advisors increased its Oracle (ORCL) stake by 1% in Q2 2026, buying an estimated $3.26K and bringing the position to 1,751 shares worth $257K. The position accounts for 0.04% of the portfolio, ranked #126.

Professional Financial Advisors first reported a position in ORCL in Q3 2020 and has held it in 19 quarters since. The position peaked at $487K in Q3 2025. 993 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Professional Financial Advisors held 1,751 shares of Oracle worth $257K as of Q2 2026.
  • Professional Financial Advisors bought 18 Oracle shares in Q2 2026, an estimated $3.26K.
  • Oracle made up 0.04% of Professional Financial Advisors's portfolio in Q2 2026, its #126 holding.
  • Professional Financial Advisors first reported a position in Oracle in Q3 2020 and has held it in 19 quarters since.
  • Professional Financial Advisors's Oracle position peaked at $487K in Q3 2025.
  • 993 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.